Preview Mode Links will not work in preview mode

Please visit our website at
www.adviserinvestments.com/podcasts

Click here to view our disclaimer.

Sep 10, 2019

You’ve worked to build a legacy for your loved ones—you deserve the peace of mind that comes with having trusted help in place to ensure your wishes are carried out. And there’s a lot more to it than merely drafting a will.

Putting an estate plan in place can feel like a huge weight has been lifted off your shoulders. If you have any additional questions, give us a call! We’d be happy to speak with you.

Referenced links: Estate Checklist (https://bit.ly/2m4GtTI); 10 Questions for an Estate Attorney (https://bit.ly/2lGL52q).